Professional
Added to YB: 2026-03-31
Pitch date: 2026-03-27
CVNA [neutral]
Carvana Co.
-3.86%
current return
Author Info
No bio for this author
Company Info
Carvana Co., together with its subsidiaries, operates an e-commerce platform for buying and selling used cars.
Market Cap
$43.2B
Pitch Price
$302.48
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.00
P/E
35.75
EV/Sales
2.30
Sector
Specialty Retail
Category
growth
Saga Partners Portfolio Holding: Carvana Co.
CVNA (holding update): Integrated used car system centralizing inventory, reconditioning & logistics. 2025: +43% retail units, $2.2B EBITDA (11% margin), net debt/EBITDA 1.2x. Capacity for 1.5M units now, 3M with modest capex. At 3M units & $4.5K/unit = $13.5B EBITDA. E-commerce penetration runway in 40M unit US market. Current price undervalues path to 3M+ units.
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